# Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy

- Source: Economic Times
- Published: 2026-11-07T06:53:16+00:00
- Category: Business
- Original: https://economictimes.indiatimes.com/markets/expert-view/largecaps-over-smids-ambits-nitin-bhasin-and-bharat-arora-share-their-samvat-2083-strategy/articleshow/135629042.cms
- Canonical: https://groundlevelnews.com/story/largecaps-over-smids-ambit-s-nitin-bhasin-and-bharat-arora-share-their-eb6459/

As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.

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